The system administrator will have set up default dashboards, this could be a system wide dashboard, dashboards for different groups of users, dashboards for users that belong to different companies or even default dashboards set up for individual users. (If the system administrator didn't set up a default dashboard, then a system default one is displayed).
This is the dashboard that will show when you first log in.
- A system wide dashboard may be set up that shows information commonly accessed by project resources (such as a list of tasks, list of issues and list of projects to which they are assigned).
- Another dashboard may be set up for all project managers and set as the default dashboard for all users in the project manager group.
- A third dashboard may be set up for a specific company and set as the default dashboard for all users associated with that company (such as any customer users that log in).
- Finally, an individual user dashboard could be set up for the president of the company by the system administrator so they don't have to set it themselves
Each user that logs in may have a different main dashboards.
If a user has multiple default dashboards shared with them, the last one saved is used.
Default dashboards are applied when a user logs into the Project Insight system for the first time. The users main dashboard automatically inherits all the settings and display options from the default dashboard (so it looks exactly like the default dashboard but they are actually separate dashboards). After that first log in, the main dashboard can be changed by each individual user as normal. The original default shared dashboard is not changed, it is just used as the basis to create the users main dashboard. A user can reset their main dashboard at any time so that it once again looks exactly the same as the default dashboard.